Resurgent Financial Advisors

Resurgent Financial Advisors as of June 30, 2025

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 186 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.2 $11M 23k 497.40
Apple (AAPL) 4.4 $7.9M 39k 205.17
JPMorgan Chase & Co. (JPM) 3.2 $5.8M 20k 289.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $5.7M 12k 485.77
NVIDIA Corporation (NVDA) 2.8 $5.1M 32k 157.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.5M 7.2k 617.83
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $4.5M 22k 204.67
Ishares Tr Rus 1000 Val Etf (IWD) 2.1 $3.8M 20k 194.23
Amazon (AMZN) 2.0 $3.6M 16k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.3M 19k 176.23
Texas Pacific Land Corp (TPL) 1.6 $2.9M 2.7k 1056.39
Wal-Mart Stores (WMT) 1.4 $2.6M 27k 97.78
Home Depot (HD) 1.4 $2.5M 6.9k 366.62
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.5M 4.1k 620.85
Eaton Corp SHS (ETN) 1.2 $2.2M 6.2k 356.99
ConocoPhillips (COP) 1.1 $2.1M 23k 89.74
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.1 $2.0M 33k 61.21
Johnson & Johnson (JNJ) 1.1 $2.0M 13k 152.75
Exxon Mobil Corporation (XOM) 1.1 $2.0M 18k 107.80
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.1 $1.9M 36k 54.40
Ishares Tr Core Total Usd (IUSB) 1.0 $1.9M 41k 46.23
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $1.8M 25k 71.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $1.7M 9.3k 182.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.9 $1.7M 20k 82.14
Quanta Services (PWR) 0.9 $1.7M 4.4k 378.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.5M 14k 110.10
Wisdomtree Tr Us Midcap Divid (DON) 0.8 $1.5M 30k 50.12
Netflix (NFLX) 0.8 $1.5M 1.1k 1339.13
Visa Com Cl A (V) 0.8 $1.5M 4.2k 355.08
Broadcom (AVGO) 0.8 $1.5M 5.3k 275.67
Intuitive Surgical Com New (ISRG) 0.8 $1.5M 2.7k 543.41
Chevron Corporation (CVX) 0.8 $1.4M 10k 143.20
Costco Wholesale Corporation (COST) 0.7 $1.4M 1.4k 990.13
Ishares Tr Eafe Value Etf (EFV) 0.7 $1.4M 21k 63.48
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.3M 6.2k 215.79
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.2M 11k 109.29
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.7 $1.2M 23k 54.46
Nextera Energy (NEE) 0.7 $1.2M 18k 69.42
Meta Platforms Cl A (META) 0.7 $1.2M 1.7k 738.18
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $1.2M 24k 50.31
Morgan Stanley Com New (MS) 0.7 $1.2M 8.5k 140.86
Danaher Corporation (DHR) 0.7 $1.2M 6.0k 197.54
Cme (CME) 0.6 $1.2M 4.2k 275.62
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.1M 5.7k 195.42
Marathon Petroleum Corp (MPC) 0.6 $1.1M 6.6k 166.11
Global X Fds Glb X Mlp Enrg I (MLPX) 0.6 $1.1M 17k 62.66
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $1.1M 12k 90.12
Robinhood Mkts Com Cl A (HOOD) 0.6 $1.1M 12k 93.63
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $1.0M 24k 43.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.0M 5.3k 195.02
Ishares Core Msci Emkt (IEMG) 0.6 $1.0M 17k 60.03
Ishares Tr Mbs Etf (MBB) 0.6 $1.0M 11k 93.89
Kinder Morgan (KMI) 0.5 $963k 33k 29.40
Moody's Corporation (MCO) 0.5 $930k 1.9k 501.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $923k 3.0k 303.91
Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $899k 12k 72.69
Mastercard Incorporated Cl A (MA) 0.5 $887k 1.6k 561.99
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $863k 27k 31.54
Amgen (AMGN) 0.5 $841k 3.0k 279.23
Republic Services (RSG) 0.5 $825k 3.3k 246.61
Altria (MO) 0.4 $814k 14k 58.63
Markel Corporation (MKL) 0.4 $789k 395.00 1997.36
Motorola Solutions Com New (MSI) 0.4 $783k 1.9k 420.55
Procter & Gamble Company (PG) 0.4 $768k 4.8k 159.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $765k 15k 50.68
At&t (T) 0.4 $757k 26k 28.94
Global X Fds 1-3 Month T-bill (CLIP) 0.4 $715k 7.1k 100.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $713k 31k 23.24
Trane Technologies SHS (TT) 0.4 $703k 1.6k 437.41
Tesla Motors (TSLA) 0.4 $693k 2.2k 317.66
TJX Companies (TJX) 0.4 $687k 5.6k 123.49
Chubb (CB) 0.4 $681k 2.3k 289.72
Pfizer (PFE) 0.4 $676k 28k 24.24
Oracle Corporation (ORCL) 0.4 $649k 3.0k 218.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $648k 2.3k 284.39
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $644k 531.00 1213.54
Lockheed Martin Corporation (LMT) 0.4 $644k 1.4k 462.97
Eli Lilly & Co. (LLY) 0.4 $641k 822.00 779.72
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $634k 6.8k 93.79
Deere & Company (DE) 0.3 $631k 1.2k 508.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $629k 22k 29.21
Metropcs Communications (TMUS) 0.3 $621k 2.6k 238.26
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $620k 2.7k 227.10
Texas Instruments Incorporated (TXN) 0.3 $619k 3.0k 207.62
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $618k 13k 46.16
M&T Bank Corporation (MTB) 0.3 $607k 3.1k 193.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $606k 4.5k 135.04
Duke Energy Corp Com New (DUK) 0.3 $602k 5.1k 117.99
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $598k 7.9k 75.58
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $597k 5.3k 112.00
International Business Machines (IBM) 0.3 $585k 2.0k 294.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $581k 24k 24.44
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $579k 5.7k 100.69
Spdr Series Trust S&p Biotech (XBI) 0.3 $573k 6.9k 82.93
Allstate Corporation (ALL) 0.3 $554k 2.8k 201.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $549k 20k 28.05
Highwoods Properties (HIW) 0.3 $543k 18k 31.09
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.3 $540k 22k 25.05
Essential Utils (WTRG) 0.3 $535k 14k 37.14
Blackrock Etf Trust Ishares Us Thema (THRO) 0.3 $531k 15k 35.58
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $530k 16k 32.65
Abbvie (ABBV) 0.3 $527k 2.8k 185.62
Select Sector Spdr Tr Energy (XLE) 0.3 $524k 6.2k 84.81
Colgate-Palmolive Company (CL) 0.3 $523k 5.8k 90.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $519k 13k 40.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $516k 1.9k 278.88
Kkr & Co (KKR) 0.3 $496k 3.7k 133.03
Union Pacific Corporation (UNP) 0.3 $495k 2.2k 230.08
Cintas Corporation (CTAS) 0.3 $494k 2.2k 222.87
Merck & Co (MRK) 0.3 $494k 6.2k 79.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $493k 12k 42.74
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $475k 9.0k 52.84
Stock Yards Ban (SYBT) 0.3 $470k 6.0k 78.98
Medtronic SHS (MDT) 0.3 $460k 5.3k 87.17
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $454k 7.2k 62.58
Ishares Tr U.s. Tech Etf (IYW) 0.2 $452k 2.6k 173.27
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $451k 17k 26.54
Ishares Tr Core Intl Aggr (IAGG) 0.2 $444k 8.7k 51.09
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $434k 4.4k 99.20
Tema Etf Trust Durable Qty Etf (TOLL) 0.2 $433k 13k 34.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $430k 4.7k 91.97
Synopsys (SNPS) 0.2 $426k 831.00 512.68
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $421k 16k 26.74
UnitedHealth (UNH) 0.2 $417k 1.3k 311.97
Verizon Communications (VZ) 0.2 $398k 9.2k 43.27
Air Products & Chemicals (APD) 0.2 $394k 1.4k 282.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $391k 2.9k 133.31
Linde SHS (LIN) 0.2 $390k 831.00 469.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $380k 3.5k 109.61
Philip Morris International (PM) 0.2 $374k 2.1k 182.13
McDonald's Corporation (MCD) 0.2 $370k 1.3k 292.09
Toast Cl A (TOST) 0.2 $363k 8.2k 44.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $363k 7.0k 52.10
Capital One Financial (COF) 0.2 $350k 1.6k 212.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $350k 2.6k 134.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $344k 12k 27.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $338k 14k 24.38
salesforce (CRM) 0.2 $336k 1.2k 272.69
Cisco Systems (CSCO) 0.2 $333k 4.8k 69.38
Advanced Micro Devices (AMD) 0.2 $331k 2.3k 141.90
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $328k 3.6k 91.82
Northrop Grumman Corporation (NOC) 0.2 $312k 623.00 500.38
Ishares Tr Core Msci Eafe (IEFA) 0.2 $311k 3.7k 83.48
Crowdstrike Hldgs Cl A (CRWD) 0.2 $305k 598.00 509.31
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $303k 6.6k 46.32
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $295k 3.6k 81.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $295k 4.8k 62.02
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $293k 7.2k 40.46
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $291k 2.9k 101.60
Ishares Tr Core Div Grwth (DGRO) 0.2 $290k 4.5k 63.94
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $284k 5.3k 53.29
Parker-Hannifin Corporation (PH) 0.2 $275k 393.00 698.47
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $270k 607.00 445.20
Walt Disney Company (DIS) 0.1 $267k 2.2k 124.01
Abbott Laboratories (ABT) 0.1 $265k 2.0k 136.01
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $265k 9.7k 27.35
Pepsi (PEP) 0.1 $264k 2.0k 132.04
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $264k 2.3k 112.47
Bank of America Corporation (BAC) 0.1 $263k 5.6k 47.32
Palo Alto Networks (PANW) 0.1 $262k 1.3k 204.64
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $261k 10k 26.14
Global X Fds Internet Of Thng (SNSR) 0.1 $261k 6.9k 37.76
Williams Companies (WMB) 0.1 $260k 4.1k 62.81
Vanguard World Mega Grwth Ind (MGK) 0.1 $252k 687.00 366.17
Permian Basin Rty Tr Unit Ben Int (PBT) 0.1 $249k 20k 12.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $249k 1.4k 177.39
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $247k 8.2k 30.10
Ishares Msci Emrg Chn (EMXC) 0.1 $246k 3.9k 63.14
Corning Incorporated (GLW) 0.1 $237k 4.5k 52.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $232k 2.8k 82.86
Select Sector Spdr Tr Financial (XLF) 0.1 $232k 4.4k 52.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $230k 404.00 568.03
EOG Resources (EOG) 0.1 $228k 1.9k 119.61
Comcast Corp Cl A (CMCSA) 0.1 $228k 6.4k 35.69
Vanguard World Mega Cap Index (MGC) 0.1 $226k 1.0k 224.92
Tema Etf Trust American Resh (RSHO) 0.1 $222k 5.6k 39.27
Thermo Fisher Scientific (TMO) 0.1 $212k 523.00 405.46
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $211k 7.3k 28.85
Waste Management (WM) 0.1 $209k 915.00 228.82
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $208k 3.8k 55.10
Ishares Tr Rus 1000 Etf (IWB) 0.1 $208k 612.00 339.57
Cambria Etf Tr Tail Risk (TAIL) 0.1 $206k 17k 11.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $201k 365.00 551.64
Vanguard Index Fds Value Etf (VTV) 0.1 $200k 1.1k 176.68
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $195k 16k 12.51
Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $195k 10k 18.97